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iShares ESG Optimized MSCI USA ETF
SUSA

Overview Fund Activity

452 hedge funds and large institutions have $2.06B invested in iShares ESG Optimized MSCI USA ETF in 2024 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 126 increasing their positions, 184 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
452
Holders Change
–
Holders Change %
0%
% of All Funds
6.55%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.12%
New
35
Increased
126
Reduced
184
Closed
28
Calls
$11K
Puts
–
Net Calls
+$11K
Net Calls Change
+$11K

Top Buyers

1
SPIA
Steward Partners Investment Advisory
New York
$7.68M
2
MWM
Mission Wealth Management
California
$52.2M
3
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$5.98M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$65.9M
5
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$111M

Top Sellers

1
VMPIC
Varma Mutual Pension Insurance Co
Finland
$0
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$177M
3
Morgan Stanley
Morgan Stanley
New York
$130M
4
Bank of America
Bank of America
North Carolina
$168M
5
RJA
Raymond James & Associates
Florida
$11.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
176
Clearstead Advisors
Ohio
$972K – – –
UIA
177
Ulland Investment Advisors
Minnesota
$969K – – –
RRA
178
Round Rock Advisors
Connecticut
$958K +$17.1K +157 +2%
MA
179
Mutual Advisors
Nebraska
$941K -$13K -119 -1%
AIP
180
Ameritas Investment Partners
Nebraska
$935K -$19.8K -181 -2%
HTC
181
Haverford Trust Company
Pennsylvania
$926K -$80.3K -736 -8%
MGIA
182
Moneta Group Investment Advisors
Missouri
$921K -$138K -1,262 -13%
WP
183
WealthShield Partners
North Carolina
$917K -$5.57K -51 -0.6%
TIA
184
Traphagen Investment Advisors
New Jersey
$904K +$6.33K +58 +0.7%
WFAG
185
Wescott Financial Advisory Group
Pennsylvania
$893K +$21.5K +197 +2%
AAS
186
Ameritas Advisory Services
Nebraska
$884K +$196K +1,797 +29%
WCWM
187
Willow Creek Wealth Management
California
$869K – – –
PSC
188
Prentiss Smith & Co
Vermont
$860K +$22.4K +205 +3%
RFA
189
Rollins Financial Advisors
New York
$856K -$194K -1,781 -19%
BB
190
Bell Bank
North Dakota
$856K -$17.4K -159 -2%
FLPIM
191
F.L. Putnam Investment Management
Massachusetts
$840K +$584K +5,350 +228%
SPL
192
Smart Portfolios LLC
Washington
$820K -$10.6K -97 -1%
BRIA
193
Balanced Rock Investment Advisors
Massachusetts
$819K -$54.9K -503 -6%
Citadel Advisors
194
Citadel Advisors
Florida
$784K -$4.43M -40,604 -85%
UL
195
Unionview LLC
Washington
$775K -$6.11K -56 -0.8%
MFA
196
McClarren Financial Advisors
Pennsylvania
$775K +$2.3K +21 +0.3%
CAM
197
Carret Asset Management
New York
$756K +$2.29K +21 +0.3%
Members Trust
198
Members Trust
Florida
$748K -$17.7K -162 -2%
MFG
199
Merit Financial Group
Georgia
$739K +$8.71K +82 +1%
BSW
200
Buckingham Strategic Wealth
Missouri
$733K -$10K -92 -1%
6 7
8
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